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JPMorgan Chase
JPM

Overview Fund Activity

2,144 hedge funds and large institutions have $234B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 791 increasing their positions, 1,013 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+60
Holders Change %
+2.88%
% of All Funds
53.45%
Holding in Top 10
567
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-8.1%
% of All Funds
14.14%
New
146
Increased
791
Reduced
1,013
Closed
65
Calls
$2.8B
Puts
$3.74B
Net Calls
-$938M
Net Calls Change
-$596M

Top Buyers

1
BlackRock
BlackRock
New York
+$19.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$731M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$504M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.2B
2
Harris Associates
Harris Associates
Illinois
-$467M
3
Franklin Resources
Franklin Resources
California
-$447M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$265M
5
Invesco
Invesco
Georgia
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1226
Concentric Wealth Management
California
$2.65M -$117K -1,332 -4%
BCM
1227
BlueCrest Capital Management
Jersey
$2.65M -$3.86M -43,964 -59%
EGM
1228
Engineers Gate Manager
New York
$2.65M +$2.65M +30,125 New
NB
1229
Nicolet Bankshares
Wisconsin
$2.65M +$113K +1,281 +4%
AH
1230
Allen Holding
New York
$2.64M – – –
AFM
1231
Anson Funds Management
Texas
$2.64M – – –
RC
1232
RegentAtlantic Capital
New Jersey
$2.63M +$143K +1,624 +6%
MWP
1233
MYCIO Wealth Partners
Pennsylvania
$2.63M +$492K +5,595 +23%
MPIA
1234
Mountain Pacific Investment Advisers
Idaho
$2.62M +$28.7K +327 +1%
SFG
1235
SevenBridge Financial Group
Pennsylvania
$2.61M +$345K +4,005 +15%
CK
1236
Cohen Klingenstein
New York
$2.61M – – –
HIC
1237
Harvey Investment Company
Kentucky
$2.59M -$417K -4,750 -14%
BA
1238
Birinyi Associates
Connecticut
$2.58M +$96.6K +1,100 +4%
LCM
1239
Leisure Capital Management
California
$2.57M +$20.4K +232 +0.8%
BA
1240
Bristlecone Advisors
Washington
$2.56M +$7.2K +82 +0.3%
ARMT
1241
Amica Retiree Medical Trust
Rhode Island
$2.56M – – –
MCM
1242
Maryland Capital Management
Maryland
$2.55M +$153K +1,744 +6%
MHS
1243
M Holdings Securities
Oregon
$2.54M -$90.9K -1,035 -3%
NCM
1244
Northside Capital Management
Oregon
$2.53M +$1.97M +22,460 +351%
MWM
1245
Marietta Wealth Management
Georgia
$2.52M +$387K +4,401 +18%
WOC
1246
West Oak Capital
California
$2.51M -$193K -2,200 -7%
HPCM
1247
High Pointe Capital Management
Illinois
$2.51M – – –
MIM
1248
Midwest Investment Management
Ohio
$2.51M -$50.1K -570 -2%
AGM
1249
Alpine Global Management
New York
$2.48M +$435K +4,950 +21%
LBG
1250
Lloyds Banking Group
United Kingdom
$2.48M – – –
48 49
50
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